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First Trust SMID Cap Rising Dividend Achievers ETF

470 hedge funds and large institutions have $6.18B invested in First Trust SMID Cap Rising Dividend Achievers ETF in 2025 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 229 increasing their positions, 151 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
470
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
28
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
126
Meridian Wealth Management
Kentucky
$4.16M
DAS
127
Dynamic Advisor Solutions
Arizona
$4.16M
GWP
128
Gateway Wealth Partners
Wisconsin
$4.15M
Envestnet Portfolio Solutions
129
Envestnet Portfolio Solutions
Illinois
$4.13M
WWA
130
Wisconsin Wealth Advisors
Wisconsin
$4.06M
IWM
131
IMG Wealth Management
Florida
$4.06M
PWMAG
132
Pinnacle Wealth Management Advisory Group
New Jersey
$4.03M
KFP
133
KMG Fiduciary Partners
Ohio
$3.94M
FPWM
134
FSB Premier Wealth Management
Iowa
$3.85M
KWM
135
Kingsview Wealth Management
Oregon
$3.85M
CFD
136
Creative Financial Designs
Indiana
$3.7M
EFG
137
Elios Financial Group
Ohio
$3.63M
SWAG
138
Spectrum Wealth Advisory Group
California
$3.6M
JP Morgan Chase
139
JP Morgan Chase
New York
$3.57M
GRP
140
Global Retirement Partners
California
$3.45M
MFG
141
Merit Financial Group
Georgia
$3.4M
SW
142
Simplicity Wealth
New Jersey
$3.29M
FAIM
143
Financial Advocates Investment Management
Washington
$3.28M
CAM
144
Cozad Asset Management
Illinois
$3.28M
SI
145
Stephens Inc
Arkansas
$3.27M
TAM
146
Titleist Asset Management
Texas
$3.27M
BWM
147
Baron Wealth Management
Michigan
$3.2M
TWM
148
Trueblood Wealth Management
Ohio
$3.2M
AFS
149
Anderson Financial Strategies
Ohio
$3.18M
WS
150
Wedbush Securities
California
$3.16M